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iShares Core S&P Mid-Cap ETF

2,646 hedge funds and large institutions have $85.5B invested in iShares Core S&P Mid-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 1,096 increasing their positions, 1,036 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $42.3M | Put options by funds: $9.52M

80% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 81

6% more funds holding in top 10

Funds holding in top 10: 363383 (+20)

6% more repeat investments, than reductions

Existing positions increased: 1,096 | Existing positions reduced: 1,036

4% more capital invested

Capital invested by funds: $82.5B → $85.5B (+$3.07B)

0% more funds holding

Funds holding: 2,6332,646 (+13)

0.16% less ownership

Funds ownership: 80.51%80.35% (-0.16%)

Holders
2,646
Holders Change
+13
Holders Change %
+0.49%
% of All Funds
32.55%
Holding in Top 10
383
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+5.51%
% of All Funds
4.71%
New
146
Increased
1,096
Reduced
1,036
Closed
81
Calls
$42.3M
Puts
$9.52M
Net Calls
+$32.8M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
2126
Luther King Capital Management (LKCM)
Texas
$332K
GOCP
2127
Great Oak Capital Partners
Massachusetts
$331K +$325K +4,686 New
PPG
2128
Peak Planning Group
Colorado
$330K -$18.9K -272 -5%
JWBC
2129
John W. Brooker & Co
California
$329K +$2.77K +40 +0.8%
VCM
2130
Versant Capital Management
Arizona
$329K
CPA
2131
Capital Performance Advisors
California
$328K -$19.7K -284 -6%
BWM
2132
BCGM Wealth Management
Indiana
$328K +$16.5K +238 +5%
OWP
2133
Obermeyer Wealth Partners
Colorado
$327K -$1.94K -28 -0.6%
LDB
2134
Lee, Danner & Bass
Tennessee
$326K
MM
2135
Main Management
California
$326K
GWA
2136
Gratus Wealth Advisors
Virginia
$326K
CFG
2137
Cassilly Financial Group
Maryland
$325K -$69 -1 -0%
MSS
2138
Mitchell Sinkler & Starr
Pennsylvania
$325K
LWM
2139
LJI Wealth Management
Indiana
$325K +$416 +6 +0.1%
CW
2140
Cedarwood Wealth
Colorado
$323K -$17.5K -252 -5%
NIM
2141
Northeast Investment Management
Massachusetts
$323K -$416 -6 -0.1%
GP
2142
Geneva Partners
Wisconsin
$322K +$9.43K +136 +3%
RFA
2143
Resurgent Financial Advisors
Georgia
$321K +$5.2K +75 +2%
CP
2144
Canopy Partners
Ohio
$320K -$20.8K -300 -6%
DBIA
2145
Dumont & Blake Investment Advisors
New Jersey
$320K -$1.67K -24 -0.5%
GD
2146
Grandfield & Dodd
New York
$320K +$4.16K +60 +1%
ZIG
2147
Zuckerman Investment Group
Illinois
$320K
SPW
2148
Stillwater Private Wealth
Pennsylvania
$319K +$328K +4,725 New
CFP
2149
Cascade Financial Partners
California
$319K
WMA
2150
West Michigan Advisors
Michigan
$318K -$32.3K -466 -9%

IJH Hedge Fund Activity: Q1 2026 in Review

2,646 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q1 2026, worth a combined $85.5B — up 3.7% from $82.5B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new IJH positions and 81 closed out — a net gain of 65 holders — while 1,096 added to existing stakes and 1,036 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $757M. The largest seller was LPL Financial, cutting an estimated $420M.

  • 2,646 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2026, up from 2,633 in Q4 2025.
  • Funds reported $85.5B of iShares Core S&P Mid-Cap ETF stock for Q1 2026, up 3.7% quarter-over-quarter.
  • 146 funds opened new iShares Core S&P Mid-Cap ETF positions in Q1 2026 and 81 closed out, a net change of +65 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q1 2026 was Goldman Sachs, an estimated $757M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q1 2026 was LPL Financial, an estimated $420M sold.

Based on aggregated 13F filings for Q1 2026.